Are You’re Sitting on a Future Retirement Tax Bill?
Free Monthly Roth Conversion Webinar
Learn how to tell whether your IRA may be quietly building a future tax problem,
and whether a Roth conversion window may already be open.
Next Session:
Every Tuesday, at 6PM CST
What You'll Learn
Why large IRAs can create future tax pressure
How to know if this is the right time to convert
The small window many retirees miss before taxes increase
Who Should Attend?
You have $300k+ in retirement accounts
You’re within 5–10 years of retirement (or recently retired)
Most of your savings are in IRAs or 401(k)s
You’re unsure if you’ll be in a higher tax bracket later
After This Session,
You'll Understand:
Whether your current strategy may create future tax pressure
When Roth conversions tend to make the most sense
How to identify if you’re in a temporary tax “window”
The problem we're addressing
Most people don’t realize that retirement accounts are not taxed evenly over time. The timing of when you withdraw, or convert, can have a much bigger impact than most expect.
Once certain thresholds are crossed, those decisions become harder to change.
Hosted By
Ascend Financial Group
MEET THE FOUNDER & CEO
Hi, I'm Charles Bobo!
Charles is the Founder of Ascend and prioritizes a boutique firm that prioritizes client quality over client quantity. He has established relationships with the top A-rated financial service companies, empowering Ascend to address nearly every client need.
25+ years in financial services
500+ families served
Retirement, tax, and estate planning — integrated into one complete plan
Got Question?
We've Got Answers
Is this a sales presentation?
No — this is a purely educational session designed to help you understand how retirement taxes and Roth conversions work.
We’ll walk through real concepts and examples so you can better understand whether this applies to your situation.
Do I need to have a certain amount saved?
This workshop is most relevant for individuals or couples with at least $500,000 in retirement accounts.
If most of your savings are in IRAs or 401(k)s, you’ll likely find this especially helpful.
Who is this for?
This is designed for people who are:
- Within 5–10 years of retirement, or already retired
- Trying to understand how taxes will impact their retirement income
- Unsure whether Roth conversions make sense for them
Will this tell me exactly what I should do?
Not directly — because the right strategy depends on your specific situation.
What this workshop will do is help you understand the key factors so you can see whether this is something you should be paying attention to.
How long is the workshop?
The session typically runs about 30–40 minutes.
You can stay for the full presentation or just focus on the parts most relevant to you.
Do I need to prepare anything?
No preparation is required.
If you have a general idea of your retirement savings and timeline, that can be helpful — but it’s not necessary.
What happens after I register?
You’ll receive a confirmation email with your access link.
We’ll also send a reminder before the session begins so you don’t miss it.
What should I do after the workshop?
Most people use the Roth Credit Score to get a quick understanding of how these concepts apply to their situation.
From there, you can decide whether it’s something worth exploring further.